Wealth Client Services Associate

Citigroup Inc.; New York (NY); On-site; USD 78,000 - 109,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off (vacation)

Paid holidays

Job summary

Citigroup Inc. is seeking a Licensed Client Service Associate to support wealth management clients from Staten Island, NY, working with Banker teams to deliver services and manage risk in a regulated environment.

The role requires a Bachelor's degree and relevant licenses, with a focus on operations, compliance, and client engagement. The position emphasizes strong communication, multi-tasking, and data analysis skills, offering full-time hours and a comprehensive benefits package.

Qualifications

• 2-5 years relevant experience
• Ability to manage multiple concurrent deadlines with strong organizational and time management skills
• Ability to problem solve and analyze data with demonstration of attention to detail
• Strong verbal and written communication skills
• Client facing experience; strong background and interest in the fields of operations and compliance; knowledge of investments, banking, and credit products
• US: Licenses: Series 7/63 or 7/66 or willing to acquire

Responsibilities

• Deliver wealth management services to clients with guidance from the Banker teams.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

Time management

Problem solving

Verbal & written communication

Client facing

Education

Bachelor's degree

Tools

Securities licenses (Series 7/63/66)

Job description

Citigroup Inc. is seeking a Licensed Client Service Associate to support wealth management clients from Staten Island, NY, working with Banker teams to deliver services and manage risk in a regulated environment.

The role requires a Bachelor's degree and relevant licenses, with a focus on operations, compliance, and client engagement. The position emphasizes strong communication, multi-tasking, and data analysis skills, offering full-time hours and a comprehensive benefits package.